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AI agents aren't the ‘new Google,' says Airbnb CEO
TechCrunch· 2025-08-07 15:37
After a second-quarter earnings beat, Airbnb CEO Brian Chesky shared his thoughts on the company's AI strategy, cautioning investors that AI chatbots can't yet be thought of as the "new Google." That is, AI chatbots, while potentially driving new leads to the travel and services business, aren't entirely a replacement for the referrals that the dominant search engine brings. At least not at this time. "I think we're still kind of feeling out the space," the exec told investors on the Q2 earnings call. "The ...
This Is Why Airbnb Can't Outperform The Market Right Now (Earnings Review)
Seeking Alpha· 2025-08-07 10:39
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...
CEO Brian Chesky says Airbnb is going to become an AI-first app with agents that can book trips for you
Business Insider· 2025-08-07 02:27
Not only does Airbnb want to be the "everything app" — where users can book literally everything, from accommodations to experiences and services — it also wants to do the booking for you. Brian Chesky, cofounder and CEO of Airbnb, laid out his vision for the travel app's AI-powered future during the company's second-quarter earnings call on Wednesday. Airbnb beat revenue expectations for quarter two and announced a $6 billion stock buyback, but said it expected slower growth in Q3. The stock was down more ...
Market Indexes Mostly Moderately Higher, Big Earnings Afternoon
ZACKS· 2025-08-06 23:11
Market Overview - Major indexes showed mixed performance with the Dow up +81 points (+0.19%), S&P 500 up +45 points (+0.73%), Nasdaq up +252 points (+1.21%), while the Russell 2000 fell -4.38 points (-0.20%) [1] - Over the past month, three of the four major indexes are in the green, with only the Dow in the red [2] Company Earnings Reports - **DoorDash (DASH)** reported Q2 earnings of $0.65 per share, exceeding expectations by nearly +55%, with revenues of $3.3 billion, a +25% year-over-year growth, and total orders increasing by +20% to 761 million [3] - **Airbnb (ABNB)** posted Q2 earnings of $1.03 per share, slightly above estimates, with revenues of $3.1 billion, surpassing the anticipated $3.04 billion and reflecting a +13% year-over-year growth [4] - **Applovin (APP)** achieved Q2 earnings of $2.39 per share on revenues of $1.26 billion, both figures exceeding estimates, marking the company's ninth consecutive earnings beat, although shares fell over -6% post-announcement [5] - **e.l.f. Beauty (ELF)** reported fiscal Q1 earnings of $0.89 per share on $354 million in sales, slightly above expectations, but noted a -30% net income overall due to reliance on Chinese products [6] - **Duolingo (DUOL)** saw shares rise +22% after reporting Q2 earnings of $0.91 per share, significantly above the expected $0.55, with revenues of $252.3 million, a +41% year-over-year growth, and Daily Active Users increasing by +40% to 47.7 million [7]
Airbnb beats on top and bottom lines for second quarter
CNBC· 2025-08-06 20:25
Group 1: Financial Performance - Airbnb reported a 13% increase in revenue, reaching $2.75 billion in the second quarter, with net income of $642 million or $1.03 per share, up from $555 million or 86 cents per share a year earlier [1][6] - The company expects third-quarter revenue to be between $4.02 billion and $4.10 billion, with a midpoint estimate of $4.06 billion, slightly above analysts' expectations of $4.05 billion [2] - Gross booking value for the second quarter totaled $23.5 billion, exceeding the $22.66 billion expected by analysts [4] Group 2: Market Trends and Demand - Despite global economic uncertainty, travel demand increased, with nights booked on Airbnb rising to 134.4 million, a 7% increase from the previous year, surpassing the expected 133.35 million [3] - The company noted strong performance in the second quarter, even amidst a volatile macroeconomic environment influenced by U.S. trade policies [2] Group 3: Shareholder Actions - Airbnb announced a new share repurchase program of up to $6 billion for Class A common stock, having repurchased $1 billion during the second quarter [5] - The company had prior authorization to purchase an additional $1.5 billion as of June 30 [5]
Airbnb Announces Second Quarter 2025 Results
Prnewswire· 2025-08-06 20:03
SAN FRANCISCO, Aug. 6, 2025 /PRNewswire/ -- Airbnb, Inc. (NASDAQ: ABNB) has posted a shareholder letter containing its second quarter 2025 financial results on its Investor Relations website at https://investors.airbnb.com.Airbnb will host an audio webcast to discuss its results at 1:30 p.m. PT / 4:30 p.m. ET today. The link to the webcast will be made available on the Investor Relations website at https://investors.airbnb.com.Interested parties can register for the call in advance by visiting https://regis ...
Earnings Preview: What To Expect From Airbnb & Will AI Help?
Forbes· 2025-08-06 18:10
Core Viewpoint - Airbnb is set to report its fourth quarter earnings, with expectations of strong performance driven by growth factors including AI [2][3] Earnings Expectations - The company is anticipated to report earnings of $0.93 per share on revenue of $3.03 billion, with a Whisper number of $0.97 per share [3] Financial Performance - Airbnb turned profitable in 2022 with earnings of $2.79, which grew to $4.27 in 2023, but fell to $4.11 in 2024; earnings are projected to rise to $4.20 in 2025 and $4.83 in 2026 [4] - The price-to-earnings (P/E) ratio stands at 33, which is 1.4 times that of the S&P 500 [4] Technical Analysis - The stock is currently trading near its IPO price from 2020 and below its 50 and 200-day moving averages, indicating pressure on the stock [6] - A gap up in stock price post-earnings could suggest bullish trends, while a gap down may indicate continued pressure [6] Company Overview - Airbnb operates a platform connecting hosts and guests for stays and experiences, with over 8 million active listings and 5 million hosts globally [7][9] - The company has generated $11 billion in revenue and over $2.5 billion in earnings, showcasing significant growth and market disruption [8][9]
Airbnb Likely To Report Higher Q2 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Benzinga· 2025-08-06 15:03
Group 1 - Airbnb is set to release its Q2 earnings results on August 6, with expected earnings of 94 cents per share, an increase from 86 cents per share in the same period last year [1] - The projected quarterly revenue for Airbnb is $3.03 billion, compared to $2.75 billion a year earlier, indicating a significant growth [1] - In Q1, Airbnb reported a revenue increase of 6% year-over-year to $2.27 billion, surpassing analyst estimates of $2.26 billion [2] Group 2 - UBS analyst Stephen Ju maintained a Neutral rating and raised the price target from $137 to $156 [4] - Morgan Stanley analyst Brian Nowak kept an Underweight rating while increasing the price target from $125 to $130 [4] - Wells Fargo analyst Ken Gawrelski also maintained an Underweight rating and raised the price target from $104 to $111 [4]
trivago N.V.(TRVG) - 2025 Q2 - Earnings Call Transcript
2025-08-06 13:15
Financial Data and Key Metrics Changes - The company reported a total revenue of €139.3 million for Q2 2025, representing a 17% year-over-year increase, marking the third consecutive quarter of growth [18] - Referral revenue increased by 18%, driven by sustained branded traffic growth while maintaining a stable return on advertising spend [16] - The company reported a net loss of €6.5 million and an adjusted EBITDA loss of €5.1 million, similar to the previous year's performance [19] Business Line Data and Key Metrics Changes - Referral revenues grew by 32% in the Rest of the World, 20% in Developed Europe, and 10% in the Americas, primarily driven by increased branded channel traffic [19] - The company achieved a milestone of generating 20% of referral revenue from logged-in users, indicating progress in fostering user loyalty [11][17] Market Data and Key Metrics Changes - Geographic performance showed robust growth across all regions, with the Rest of the World leading at 32% year-over-year growth, followed by Developed Europe at 20% and the Americas at 10% [4] - The company faced a foreign exchange headwind that affected the top line by approximately -3%, with a stronger impact of -7% in the Americas [25][26] Company Strategy and Development Direction - The company is focused on three strategic priorities: brand marketing, enhancing the core hotel search experience, and empowering partners [5][12] - Brand marketing investments are expected to continue driving returns, with a commitment to further expand these investments [6] - The acquisition of Hollisto is aimed at enhancing the user experience and expanding the trivago branded booking funnel [14][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving mid-teens percentage revenue growth for the full year of 2025 despite economic uncertainties and foreign exchange headwinds [16][17] - The company anticipates positive adjusted EBITDA in the third and fourth quarters of the year [20] Other Important Information - Operational expenses increased by €19.9 million, totaling €147.3 million for the second quarter, primarily due to higher brand marketing investments [20] - The company maintained a solid global return on advertising spend (ROAS) at 119% for Q2, slightly down from 122.7% in the prior year [21] Q&A Session Summary Question: What was the FX impact for Q2 results? - The FX effect was a strong headwind affecting the top line by approximately -3%, with a -7% impact in the Americas [25][26] Question: What is the growth runway for brand investments? - The company has seen a 22% spend increase year-on-year and an 18% referral revenue increase, indicating effective brand strategy and significant upside potential [26] Question: What differences exist between logged-in and logged-out users? - Logged-in users show a 25% higher conversion rate, and the company is encouraging logins through exclusive deals and features [34][35] Question: What gives confidence for revenue growth acceleration in Q3? - Despite FX effects impacting July, strong double-digit branded traffic growth and branded revenue growth in July support confidence in achieving double-digit growth [36][39] Question: What are the early learnings from partnerships with the Book and Go product? - Early partnerships have shown significant double-digit conversion improvements, making partners more competitive in the marketplace [42][43]
trivago N.V.(TRVG) - 2025 Q2 - Earnings Call Presentation
2025-08-06 12:15
Financial Performance - In Q2 2025, trivago experienced revenue growth, confirming strong momentum[17] - Total revenue for Q2 2025 increased year-over-year[18] - The Last Twelve Months (LTM) total revenue reached €504 million, a 7% increase[24] - Adjusted EBITDA for the LTM Q2 2025 was €13.1 million, an increase of €4.4 million[24] Strategic Focus - trivago is focused on capturing demand through brand marketing, search improvements, and content enhancement[27] - The company aims to match demand and supply by offering deals and partnerships[27] - Core feature improvements are expected to substantially improve conversion rates[27] - A differentiated member proposition is aimed at increasing logged-in users across all segments[27] Partnerships and Acquisitions - trivago expanded its smart bidding and transaction-based model to over 120 partners[51] - The acquisition of Holisto was completed on July 31, 2025, for USD 25.5 million (approximately EUR 22.3 million)[56] - The acquisition of Holisto allows trivago to accelerate the expansion of trivago Book & Go[54]